Fulcrum Equity Management’s UGI UGI Stock Holding History

Fulcrum Equity Management’s Portfolio UGI Stock Details UGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-26	Closed	-$1K	–	214
2019 Q3	$1K	Buy	+26	New	+$1.3K	﹤0.01%	232

Other funds holding UGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fulcrum Equity Management's UGI Position: Q4 2019 in Review

Fulcrum Equity Management sold out of UGI (UGI) in Q4 2019, closing a stake of 26 shares — an estimated $1K sold.

Fulcrum Equity Management first reported a position in UGI in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 490 funds tracked by Wall St. Rank hold UGI as of Q4 2019.

Fulcrum Equity Management reported no remaining UGI position as of Q4 2019 after selling out during the quarter.
Fulcrum Equity Management sold 26 UGI shares in Q4 2019, an estimated $1K.
Fulcrum Equity Management first reported a position in UGI in Q3 2019 and held it in 1 quarter.
Fulcrum Equity Management's UGI position peaked at $1K in Q3 2019.
490 funds tracked by Wall St. Rank held UGI as of Q4 2019.

Based on Fulcrum Equity Management's 13F filing for Q4 2019, filed 12 Feb 2020.